How to Link My Bank Account to Fidelity Youth Account
Summary of User’s Issue and Solutions Discussed:
- The user is trying to link their Shopify account to their Fidelity Youth account but is unsure which bank to choose and where to find their user ID.
- To link an eligible external bank, the user must log in with their bank’s username and password or manually enter the account information on the “Link a bank” page.
- Fidelity provides a list of eligible accounts that can be used for linking, including The Fidelity Account®, Fidelity® Cash Management Account, or Stock Plan Services brokerage account.
- Fidelity emphasizes the importance of privacy and security, noting that disruptions may occur if third-party services do not transition to their integrated connection.
Here’s the full thread
I am trying to use plaid to login to my youth account, i’m not sure what bank to use or where to find my user id. i would love help
Hi there, @epanks. We appreciate you stopping by and we are happy to help.
So we can best assist you, can you clarify what you’re looking to accomplish? Are you attempting to link a bank to your Fidelity Youth account?
Please feel free to follow up with any additional details. We look forward to hearing from you. 🟢
Yes i am trying to link my shopify account.
it needs my user id and password
You can choose The Fidelity Account®, Fidelity® Cash Management Account, or Stock Plan Services brokerage account as your funding account. The funding account must have been opened after October of 2003 and can’t be linked to another Fidelity Crypto® account. The funding account must be registered to an individual or as a joint account with 2 individual owners (no trusts or other entity owners). Joint tenant-by-entirety funding accounts are not supported.
To link an eligible external bank to your Youth account, you’ll log in with that account’s username/password or enter the account information manually on the “Link a bank” page.
Link a bank (Login required): https://digital.fidelity.com/ftgw/digital/bank-setup
If there is anything we can clarify or if additional questions pop up, please don’t hesitate to ask! We’re always happy to help. 🟢
i just need help knowing which one of these to pick
Thank you for following up with us, @epanks.
At Fidelity, we put our customers’ financial well-being above all else—that includes ensuring the privacy and security of our customers’ data. Last year Fidelity began prohibiting access to third parties that do not make this transition to our integrated connection. As a result, customers who use a third-party that does not utilize our integrated connection may experience a disruption in the link between those websites and apps and their Fidelity accounts.
Learn more here: https://www.fidelity.com/security/third-party-app-protection